Data-Driven Mobile App Design and Development

Project Description

We are a preeminent national financial (valuation) services firm that provides a broad range of financial advisory services to clients and to attorneys, CPAs, and other professionals involved in advising their high net worth clients on estate planning. Our services include intricate and highly specialized financial opinions, property appraisals, litigation support, and tax and business valuations. These services are provided to clients for a variety of purposes.

INFORMATION RESOURCES

The firm is well known as an authority on all matters relating to estate and gift tax valuation issues and relevant Tax Court decisions. As such, our professionals frequently author articles, alerts, case studies of valuation projects (Solution), and court case summaries and these documents are typically distributed – either by means of e-blasts or traditional mail – to our large database of clients and contacts. Most of this material is also accessible on our website.

PROJECT OBJECTIVES

Broadly stated, we are searching for someone to work with us on a project that includes the following two elements:

• UI Design of a mobile app that reflects and/or upgrades our firm's brand
• Creation of a mobile app that would enable searching the above web-based documents in a variety of ways e.g. by topic, by Judge, by category, etc. (It is anticipated that, as other documents are added to our information resources, those also will be included in the search capabilities – e.g. actual court cases.)

PROJECT TIMELINE

Our goal is to get this project started and completed as soon as possible, with exact time lines determined soon after we engage with the selected project contractor.

PROJECT COORDINATION

We are located in Orange County, California. While we understand that potential contractors are located throughout the United States, our preference is to have someone in the general Southern California to work on this project with us as this would enable face-to-face meetings, if and when necessary.

TECHNICAL INFORMATION / SPECIFICATIONS

• The mobile app will need to be compatible with all mobile phones and tablets. We can consider developing native apps for iOS and Android, or use an HTML 5 mobile application framework. We would like to understand the pros and cons and cost of each in your proposal.
• The data is hosted remotely on a CMS running on a LAMP platform.
• The mobile app will need to be available through iTunes or Google Play store for download.
• After the search is performed and the desired content is displayed, the user should be able to read those articles and save favorites for future use. Therefore, that functionality will require a user login or some way to hold state.
• We would like the static files to be cached locally on the mobile device and just call the website when needed.